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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $7.0B AUM 1,701 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 343 New 270 Added 150 Reduced 44 Exited
Page 12 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 RDDT REDDIT INC Communication Services 15,724.0 $2.6M 0.04% +10K +157.3% $164.67 -8.7%
222 LULU LULULEMON ATHLETICA INC Consumer Cyclical 22,095.0 $2.6M 0.04% +14K +181.5% $117.04 -1.2%
223 COIN COINBASE GLOBAL INC Financial Services 17,012.0 $2.5M 0.04% -32K -65.5% $149.62 +15.2%
224 IDXX IDEXX LABS INC Healthcare 4,666.0 $2.5M 0.04% +622.0 +15.4% $538.10 +1.4%
225 DVN DEVON ENERGY CORP NEW Energy 57,662.0 $2.5M 0.04% +43K +306.4% $43.47 +13.4%
226 HIMS HIMS & HERS HEALTH INC Healthcare 71,592.0 $2.5M 0.04% NEW $34.68 -8.1%
227 COP CONOCOPHILLIPS Energy 21,517.0 $2.5M 0.04% +8K +64.4% $115.14 +17.2%
228 EQIX EQUINIX INC Real Estate 2,421.0 $2.5M 0.04% +1K +108.2% $1012.34 +6.9%
229 CVX CHEVRON CORPORATION Energy 12,306.0 $2.4M 0.04% +4K +40.7% $198.88 +3.5%
230 TGT TARGET CORP Consumer Defensive 19,470.0 $2.4M 0.04% +10K +102.5% $123.70 +27.9%
231 HL HECLA MINING COMPANY Basic Materials 155,699.0 $2.4M 0.03% +96K +159.5% $15.43 +34.9%
232 STT STATE STR CORP Financial Services 15,965.0 $2.4M 0.03% +2K +13.8% $149.57 +22.4%
233 SLB SLB LIMITED Energy 46,452.0 $2.4M 0.03% +31K +203.9% $51.39 +4.2%
234 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 7,921.0 $2.4M 0.03% -1K -13.3% $301.04 -23.8%
235 OVV OVINTIV INC Energy 45,240.0 $2.4M 0.03% NEW $52.67 +26.6%
236 STLA STELLANTIS N.V Consumer Cyclical 410,985.0 $2.4M 0.03% NEW $5.74 -8.4%
237 EQT EQT CORP Energy 38,150.0 $2.4M 0.03% +21K +125.0% $61.65 -12.6%
238 SHOP SHOPIFY INC Technology 20,115.0 $2.3M 0.03% +18K +701.1% $115.45 +27.5%
239 CVE CENOVUS ENERGY INC Energy 113,397.0 $2.3M 0.03% +86K +315.1% $20.48 +58.6%
240 DG DOLLAR GEN CORP Consumer Defensive 19,985.0 $2.3M 0.03% -4K -15.2% $116.10 +3.9%
Page 12 of 40  ·  799 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 12.2%
Healthcare 12.1%
Industrials 11.2%
Consumer Cyclical 9.3%
Communication Services 8.9%
Consumer Defensive 4.7%
Basic Materials 2.8%
Energy 1.9%
Utilities 1.6%